CFA Society Virginia

A Member of the CFA Institute Global Network of Societies

What is NexGen?

 
CFA Virginia and the Financial Planning Association of Central Virginia have partnered to introduce the "next generation" of financial professionals with their peers in the industry.  NexGen is a community of financial professionals age 36 "ish" and under.  We host events throughout the year which include networking socials, educational seminars tailored to those newer to the industry and community service activities.
 

Upcoming Events for 2018

Locations to be announced closer to events

Thursday, May 24th, 5:30 – 7:00 p.m.

“The Value of an Advisor” by Tom Galgano, Vanguard

Thursday, September 13th, 5:30 – 7:00 p.m.

Happy Hour/Social

Thursday, December 6th, 5:30 – 7:00 p.m.

Year-end Tax Planning Advice

 

  

Vision Statement: To ensure the transference of wisdom, tradition and integrity, from the pioneers of financial planning to the next generation of our profession.
 
Mission Statement: NexGen is intended to be a community of the next generation of financial planners and analysts.

 
NexGen strives to provide members with a network that serves to:
 
•        Support, advise and encourage one another in our professional advancement
•        Promote, foster and direct programs that aid in knowledge transference
•        Explore issues common to younger planners and seek means of accentuating the positives and finding resolutions for the negatives
 
To be added to the NexGen email list send an email to nexgencva@gmail.com.

 Get Involved

To learn how you can get involved reach out to your local NexGen director Ben Raikes with your:

                      • Name
                      • Company/firm name
                      • Date of birth